Our Firm

Our firm opened in 1982, focusing on Income Tax Preparation and Tax Planning, Bookkeeping and Payroll Services.  In 1996, we saw a need to become Securities licensed in an effort to better serve our clients.  By expanding our practice to include Investments and Financial Planning, we could offer clients a full range of tax and estate planning products, as well as retirement planning.

I am in a unique position of being able to offer a full line of investment products and advise clients on how these investments will affect their taxable income.

Investment Products are offered through Dominion Investor Services, Inc.